Friday, January 25, 2013

Research Analyst, Benefit Funding Services Group - Irvine

Research Analyst, Benefit Funding Services Group - Irvine
Company Overview:
Benefit Funding Services Group (BFSG) is a retirement plan consulting firm founded in 1990 catering to the mid to large defined contribution plan marketplace.  The firm seeks a Research Analyst to support senior retirement plan consultants with investment consulting and reporting.

Position Description:
Provide support in investment analysis through the preparation of investment performance reports and conduct research on mutual funds and separate account managers.

Primary Responsibilities:
  • Gather necessary data to prepare complete quarterly investment reviews
  • Perform investment analysis/screening criteria to develop fund searches
  • Prepare investment section/scoring methodology for investment reviews
  • Provide investment research and assist in developing methods to increase overall efficiency in the investment reporting process
  • Meet with portfolio analysts (in person or conference calls) to get up to information on manager strategy and portfolio construction
  • Manage respective databases (monthly updates, product updates, etc)
  • Prepare fund summaries based upon research findings
  • Assist in the preparation of market commentaries and white papers as needed
Required Skills:
  • Advanced knowledge of Excel (Vlookup, pivot tables, macros, etc)
  • Database knowledge preferred (Morningstar Direct)
  • Internet browsing/search engines
  • Strong written and verbal communication skills
  • Knowledge of mutual funds and capital markets is preferred
Compensation:
Competitive compensation package includes base salary, medical benefits, 401(k) plan and potential bonuses.

To apply for this job, please email your resume to dstewart@bfsg.net

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